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is there a way for non licensend users to generate documents?
We work with the option generate documents to issue product specs (preliminary and final). As long as the information is being completed on smartsheet, it will be very helpful if non licensed users could generate the pdf document (no need for mapping, it is already done). Is there a way for non licensed users to get the…
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Stacking a column with users to utilize Document Builder to create multiple signatures
I have a column that contains the email of different Smartsheet users account I used this column to build out an automation so that when the status of a project changes, a document builder will be sent out to them so they can sign on the project. My question is, if I want to include multiple signatures on the document…
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Can I Generate PDF to accommodate text of various length?
1.) I have a sheet which generate a document for each row in a Smartsheet. The document needs to accommodate cells with varying amounts of text - from a few words to multiple paragraphs. The fields should expand/contract based on the text length. Are there any workarounds to make this possible? 2.) Is mapping of Smartsheet…
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Compliance with DocuSign character limits
When using Document builder to generate a DocuSign Smartsheet does not follow the character limits that are set in the DocuSign template. This causing a formatting nightmare for programs where a particular mapped call could be one line of text, or 20 lines of text. The only workaround that I can find is to create helper…
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How to change date format in generated document
I am having trouble with the date reporting out as mm/dd/yyyy when I would like it reported as dd-Mmm-yyyy. I have a created date column, and a second column with function =DATEONLY([Created Date]@row), and the column is formatted as dd-Mmm-yyyy, as shown in the screen shot below. When I go to generate a document with this…
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Dynamic View or Form/Sheet
I think I may have a good use case for using Dynamic View, but need help. So I have a sheet that basically is managing the status and progression of a customer request that my staff completes and notify the customer and then their is an approval and then it is complete. We have a weekly project call where we review these…
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Email option for generated documents
For reasons I won't get into here, we are required to disable the 'Upload Attachments' option. This severely limits our ability to generate documents in day-to-day use. It would be great if the Generate Document automation had an option to email a contact in a cell, rather than only the 'Document will be attached to row'…
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Is there any way for unlicensed users to generate docs when Upload Attachments is turned off?
For security reasons (i.e. unable to specify which server the attachments are stored on) I have to leave the Upload Attachment option turned off. Box attachments is our only selection. Due to this, the Download option under Generate is the only method that works to get a document - and that is only available for licensed…
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Control Center Automation Ability to Trigger Document Sets Specific to Project Category
We would like the ability for Control Center automation to be configurable to trigger different document sets based on the category selected in the project intake sheet. For instance, if the new project request is Category 1, we would like to trigger a set of reports and sheets specific to Category 1. If the new project…
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Document Builder: Generate PowerPoint Slide
It would be nice if the Document Builder feature included a PowerPoint slide option. For example, I often have to prepare a slide deck for new projects. The information for the slides is contained entirely within a Smartsheet grid. If it were possible to generate a slide in the same way as a PDF, I could eliminate the need…
